Jared Morgenstern

Financial Planner

JMorgenstern@FinancialGuide.com

Focus: Business Owners, Retirement Strategies, Investment Strategies, Insurance Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Special Care, LGBTQ, and Military

Languages: English

MY APPROACH

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

Disclosure:

CA Insurance License #0187306 | State of Domicile: FL

I am licensed to sell insurance in: Connecticut, Florida, Georgia, Maryland, North Carolina, Texas, Alabama, California, Iowa, New Jersey, New York, South Carolina, Virginia

I am Licensed to sell securities in: California, Colorado, Florida, Georgia, Mississippi, Pennsylvania, Texas, Utah, Washington

Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800